Hefty Wealth Partners - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,398 filers reported holding VANGUARD WHITEHALL FDS in Q3 2023. The put-call ratio across all filers is 0.32 and the average weighting 0.9%.

Quarter-by-quarter ownership
Hefty Wealth Partners ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q1 2018$2,602,000
+4.5%
31,538
+8.4%
1.68%
+8.7%
Q4 2017$2,490,000
+9.3%
29,084
+3.4%
1.54%
+2.3%
Q3 2017$2,279,000
+10.0%
28,116
+6.1%
1.51%
+6.5%
Q2 2017$2,071,000
+74.5%
26,499
+73.4%
1.42%
+63.8%
Q1 2017$1,187,000
-5.9%
15,286
-8.2%
0.86%
-18.3%
Q4 2016$1,261,000
+54.3%
16,652
+47.0%
1.06%
+70.5%
Q3 2016$817,000
-23.1%
11,328
-23.8%
0.62%
-29.2%
Q2 2016$1,062,000
+12.9%
14,868
+9.0%
0.88%
-0.5%
Q1 2016$941,000
+57.9%
13,640
+52.7%
0.88%
+54.9%
Q4 2015$596,0008,9320.57%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Kinsale Capital Group, Inc. 376,899$42,307,00035.47%
Coco Enterprises, LLC 367,256$41,500,00031.17%
Operose Advisors LLC 392,467$44,054,00030.44%
SWISS RE LTD 1,328,970$149,177,00026.23%
Benchmark Wealth Management, LLC 247,216$27,750,00018.66%
McAlister, Sweet & Associates, Inc. 137,840$15,473,00016.44%
CVS HEALTH Corp 215,000$24,134,00016.21%
Arlington Partners LLC 429,648$48,228,00013.64%
ACT WEALTH MANAGEMENT, LLC 211,933$23,789,00013.53%
MARINO, STRAM & ASSOCIATES LLC 380,341$42,693,00013.46%
View complete list of VANGUARD WHITEHALL FDS shareholders